DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chelsea Goldman | Fairlawn, Oh | Feb 16, 2022 | Apr 20, 2022 |
| Michael Leffard | Brunswick, Oh | Feb 22, 2022 | Mar 30, 2022 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Feb 16, 2022 to Feb 22, 2022
- Registered next
- Mar 30, 2022 to Apr 20, 2022
- Branch state
- OH
- Cities
- 2, most in Fairlawn, Oh
- Registered there that day
- 516 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape